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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,011 | $167,533+35.5% | $151,645+49.7% | $134,545+68.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.54% | 7.81%-24.4pp | 3.34%-19.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $8,369 | $6,828+22.6% | $6,165+35.8% | $4,742+76.5% |
| Participant deferral / active EE | $9,150 | $8,985+1.8% | $8,363+9.4% | $6,401+42.9% |
| Admin fee / account holder | $5,341 | $13,781-61.2% | $11,614-54.0% | $11,431-53.3% |